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About Us

Ashley Copp, CFA

Wealth Management Advisor, Partner


Ashley Copp joined Weatherly Asset Management in 2010 and became a partner of the firm in 2016. Ashley is dedicated to providing high-quality comprehensive services and financial advice to current and prospective clients. She strives to establish and maintain meaningful interactive relationships while delivering thorough financial reviews.

Ashley works closely with clients to understand each individual’s financial situation, addressing their goals and concerns through detailed financial planning and strategy implementation. She is committed to delivering creative solutions with excellent communication to guide clients during all phases of their financial lives. She conducts research, performance attribution, and portfolio analysis as part of the WAM investment committee. Ashley assists clients in conjunction with outside professionals throughout the estate administration process to ensure financial goals are achieved in an efficient manner while maintaining comfort and clarity. Her role also includes charitable giving strategies for Weatherly clients and the firm, encompassing tax and legacy planning. Lastly, Ashley is committed to the growth and development of the firm and Weatherly team members.

Education:

Pepperdine University, B.A. (Business Administration), California

Certifications:

License(s): Series 65 D
Chartered Financial Analyst (CFA)B1 charterholder

Active Memberships:

CFA Institute B3
Chartered Financial Analyst Society of San Diego B3
San Diego Women’s Foundation # (SDWF)
Member – SDWF Membership Commitee #01
Co-Chair – SDWF Young Philanthropist Group #02
Finance Committee Member yy for the San Diego Humane Society

Awards and Accomplishments:

Five-Star Best Personal Wealth Manager Award

Year(s): 2016, 2017, 2018

“Woman of the Year” for the San Diego Magazine Nominee

Year(s): 2017


For more information about educational requirements, professional certifications, and professional designations, click here.

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